According to @AltcoinGordon, nations initiating crypto reserves and Wall Street accumulation can add liquidity but make markets harder, with larger players triggering shakeouts and FOMO-driven moves (source: @AltcoinGordon on X, Sep 30, 2025). Traders should validate any institutional accumulation via CFTC’s weekly Commitment of Traders for CME Bitcoin futures to track large trader positioning shifts (source: CFTC). Cross-check daily spot BTC ETF creations/redemptions and flows published by issuers like iShares and Fidelity to confirm or refute net demand surges (source: iShares, Fidelity). Monitor on-chain holdings tagged to treasury or sovereign wallets using analytics to verify reserve build-up claims rather than relying on headlines (source: Glassnode, Arkham). Expect deeper liquidity sweeps around prior highs/lows and event-driven wicks during high-liquidity regimes, so adjust with volatility-based position sizing and reduced leverage around macro prints and ETF flow updates (source: CME Group). Use order book imbalance and iceberg detection on major exchanges such as Binance and Coinbase to avoid chasing engineered FOMO rallies (source: Binance, Coinbase). Track the trifecta of ETF net creations, CME futures basis vs. spot, and funding rates; alignment often signals trend quality for BTC and ETH during institutional phases (source: iShares/Fidelity issuer data, CME Group, major exchange funding dashboards).